Tax Preparer & Office Coordinator

Job Summary

We are seeking a dependable, organized, and experienced Bilingual Tax Preparer & office coordinator to handle individual income tax preparation, client communication, and daily office coordination. The ideal candidate will have prior individual tax preparation experience, a solid understanding of Form 1040 and common individual tax situations, and the ability to work independently with limited supervision. Training on ATX tax software and office procedures will be provided.

Key Responsibilities

• Prepare individual federal and state income tax returns.
• Review W-2s, 1099s, retirement income, dependents, education expenses, self-employment income, itemized deductions, and other common individual tax situations.
• Review client documents and identify missing information.
• Communicate with clients in both English and Spanish.
• Manage client calls, emails, appointments, and follow-ups.
• Track tax returns through preparation, signature, payment, and e-filing.
• Maintain organized client files and workflow.
• Handle routine tax and client matters independently.
• Identify complex tax situations that require senior review.
• Assist with daily office operations when the owner is unavailable.

Required Qualifications

• Fluent in English and Spanish (required).
• Previous individual income tax preparation experience (required).
• Working knowledge of Form 1040 and common individual tax situations.
• Ability to review tax documents and prepare returns with limited supervision.
• Strong organizational and follow-up skills.
• Professional and confident client communication skills.
• Reliable, responsible, and able to take ownership of tasks.
• Ability to work independently.
• Strong attention to detail.
• Comfortable using computers, email, PDFs, and scanning, with the ability to learn new software.
• Ability to recognize when a tax situation requires escalation rather than making assumptions.

Preferred Qualifications

• Bookkeeping or accounting experience is a plus.

Training

• Training on ATX tax software and office workflow will be provided.
• Previous ATX experience is not required.

Add compensation and schedule details Clarify the experience requirement